Difference between revisions of "Payments"
Dzhamalova.r (talk | contribs) (Created page with "The ''Payment'' screen opens when the user clicks the '''Payment''' button on the Customer Center screen.<br> When th...") |
Dzhamalova.r (talk | contribs) |
||
| Line 1: | Line 1: | ||
The ''Payment'' screen opens when the user clicks the '''Payment''' button on the [[Mobile Application Interface#Customer Center Screen | Customer Center]] screen.<br> | The ''Payment'' screen opens when the user clicks the '''Payment''' button on the [[Mobile Application Interface#Customer Center Screen | Customer Center]] screen.<br> | ||
When the Payment screen is opened, the system fills the list with open invoices (invoices with non-zero balances) for the selected customer (not including balances of sub-jobs). The list is sorted by invoice date in ascending order. | When the Payment screen is opened, the system fills the list with open invoices (invoices with non-zero balances) for the selected customer (not including balances of sub-jobs). The list is sorted by invoice date in ascending order. | ||
| + | |||
| + | At the top of the screen, there is the selected Customer's ''Name'', ''Total Pmt. Due'' (the sum of balances of open invoices) and ''Available Credits'' information. | ||
| + | |||
| + | The currently selected invoice’s information is shown above the grid: | ||
| + | * ''Date'' | ||
| + | * ''Orig. Amt.'' – the original invoice amount | ||
| + | * ''Discount'' – the amount of the discount applied to the invoice | ||
| + | * ''Credits'' – the amount of credits applied to the invoice | ||
| + | |||
| + | The total amount of discounts and credits applied is shown in the ''Disc&Credit'' field at the bottom of the screen. | ||
| + | When the ''Pmt'' field’s value is changed, the ''Applied'' field at the bottom of the screen is recalculated. | ||
Revision as of 23:43, 28 June 2021
The Payment screen opens when the user clicks the Payment button on the Customer Center screen.
When the Payment screen is opened, the system fills the list with open invoices (invoices with non-zero balances) for the selected customer (not including balances of sub-jobs). The list is sorted by invoice date in ascending order.
At the top of the screen, there is the selected Customer's Name, Total Pmt. Due (the sum of balances of open invoices) and Available Credits information.
The currently selected invoice’s information is shown above the grid:
- Date
- Orig. Amt. – the original invoice amount
- Discount – the amount of the discount applied to the invoice
- Credits – the amount of credits applied to the invoice
The total amount of discounts and credits applied is shown in the Disc&Credit field at the bottom of the screen. When the Pmt field’s value is changed, the Applied field at the bottom of the screen is recalculated.
